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NIA Impact Advisors’s Microsoft MSFT Stock Holding History

NIA Impact Advisors’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Sell
720
-6,720
-90% -$2.72M 0.11% 62
2026
Q1 		$2.75M Sell
7,440
-3,439
-32% -$1.44M 1.22% 31
2025
Q4 		$5.26M Sell
10,879
-1,120
-9% -$561K 1.77% 18
2025
Q3 		$6.22M Buy
11,999
+5,866
+96% +$2.99M 2.02% 18
2025
Q2 		$3.05M Sell
6,133
-81
-1% -$35.2K 1.05% 42
2025
Q1 		$2.33M Sell
6,214
-590
-9% -$241K 0.87% 43
2024
Q4 		$2.87M Sell
6,804
-198
-3% -$84.3K 0.93% 36
2024
Q3 		$3.01M Sell
7,002
-125
-2% -$53.4K 1% 33
2024
Q2 		$3.19M Buy
7,127
+531
+8% +$224K 1.14% 31
2024
Q1 		$2.77M Buy
+6,596
New +$2.67M 1.11% 31
2023
Q2 		$271K Buy
838
+13
+2% +$4.07K 0.15% 48
2023
Q1 		$238K Buy
+825
New +$210K 0.13% 50
2022
Q3 		– Sell
-794
Closed -$204K – 67
2022
Q2 		$204K Hold
794
– – 0.12% 64
2022
Q1 		$245K Buy
794
+79
+11% +$23.8K 0.12% 59
2021
Q4 		$216K Sell
715
-385
-35% -$125K 0.11% 56
2021
Q3 		$310K Buy
1,100
+1
+0.1% +$291 0.13% 54
2021
Q2 		$298K Buy
1,099
+2
+0.2% +$508 0.15% 51
2021
Q1 		$259K Buy
1,097
+2
+0.2% +$464 0.14% 50
2020
Q4 		$239K Buy
+1,095
New +$235K 0.12% 51

Other funds holding MSFT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

NIA Impact Advisors's MSFT Position: Q2 2026 in Review

NIA Impact Advisors reduced its Microsoft (MSFT) stake by 90% in Q2 2026, selling an estimated $2.72M and leaving 720 shares worth $269K. The position accounts for 0.11% of the portfolio, ranked #62.

NIA Impact Advisors first reported a position in MSFT in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.22M in Q3 2025. 3,229 funds tracked by Wall St. Rank hold MSFT as of Q2 2026.

  • NIA Impact Advisors held 720 shares of Microsoft worth $269K as of Q2 2026.
  • NIA Impact Advisors sold 6,720 Microsoft shares in Q2 2026, an estimated $2.72M.
  • Microsoft made up 0.11% of NIA Impact Advisors's portfolio in Q2 2026, its #62 holding.
  • NIA Impact Advisors first reported a position in Microsoft in Q4 2020 and has held it in 19 quarters since.
  • NIA Impact Advisors's Microsoft position peaked at $6.22M in Q3 2025.
  • 3,229 funds tracked by Wall St. Rank held Microsoft as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.